UNIVERSITY OF MICHIGAN HEALTH SYSTEM
Performance Evaluation Process-Self evaluation with Peer Input
1. The nurse will select a minimum of 3 peers to perform peer review.
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Those selected must be educated in the peer review process.
At least one peer must be an RN.
Each nurse will be asked to evaluate the person on 1-2 different Framework domains,
so that all five Framework domains are reviewed by peers. Clinical Skills and
Knowledge domain must be completed by an RN whenever possible.
2. The nurse will submit the names of their chosen peers to the manager that will be completing
their performance evaluation. The nurse distributes 1-2 domains of the peer feedback tool to
selected peers.
3. The reviewers will use the current Development Framework Peer Input tool for their
appraisal. They will complete their peer tool, sign it and return it to the nurse within 7 days.
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Peers should circle the appropriate behavioral level. Peer reviewers would be
encouraged to support their views with concrete examples on the right hand side of
the page.
Each peer will comment on 1-2 different Framework domains.
4. The peer review forms are returned to the nurse, who shall review the content and
summarizes the information on the performance review form.
The nurse will complete the level appropriate self-evaluation portion of the Staff
5. Performance Planning and Evaluation form, with consideration of the input provided by the
peer evaluation.
6. The nurse will submit their completed Staff Performance Planning and Evaluation form and
their Peer Review forms to the manager. If materials are not submitted within two weeks of
the established due date, then the managers may proceed with completing the evaluation
process.
7. The manager will review the peer review form, peer summary and self-evaluation and then
complete the manager section of the evaluation form.
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The manager will utilize peer and self evaluations as well as own knowledge of
employee performance in determining ratings on the Performance Planning and
Evaluation form.
Rationale for rating other than “meets expectations,” must be provided in the
evaluation summary section after each domain.
The manager will arrange an appointment with the nurse for the performance review.
8. The Peer Review forms will be returned to the nurse following the performance evaluation
process, and a copy of the completed Performance Plan/Evaluation will be given to the nurse.
9. Completed evaluations are given to the administrative assistant for processing.
Final 4/16/04 Perry
Revised 7/15/05, 9/15/06 Jordan-Sedgeman, Minerath
Revised 3/13/07 Professional Development Framework Performance Evaluation Workgroup
UMHS
STRATEGIC PRINCIPLES
UMHHC
GOALS & OBJECTIVES
1.
2.
3.
4.
5.
6.
1. Integration, Collaboration, Teamwork
2. Innovation, Adaptation and Prioritization
3. Growth and Investment
4. Taking Care of Our Own
5. Cultural Competency
6. High Value and Fiscal Soundness
7. Integrity and Trust
Service
Financial Health
Quality Care
Academic Support
People
Community Health
Refer to website for goals and objectives information
http://www.med.umich.edu/i/exec/umhsgoals/
Staff Performance Planning and Evaluation
Registered Nurse Level A
Scale: N =Behavioral Expectations Not Met or N/A A = Approaching Behavioral Expectations M = Meets
Behavioral Expectations E = Exceeds Behavioral Expectations
Self
Evaluation
Manager’s
Evaluation
UMHHC Performance Expectations For All Employees
1. Customer Focus: Relates work and job purpose to UMHHC mission and
commitment to putting patients and families first.
2. Teamwork: Interacts effectively and builds respectful relationships within and
between units and among individuals.
3. Communication: Communicates effectively in ways that enhance productivity and
build respectful relationships. Demonstrates active listening, written, verbal, and
information technology skills. Shares relevant information.
4. Conflict Resolution: Seeks constructive approaches to resolving workplace issues.
5. Integrity: Adheres to high standards of personal and professional conduct.
6. Adapting to Change: Responds positively to change, showing willingness to learn
new ways to accomplish work.
7. Respect for Individuals: Fosters mutual respect and supports UMHS commitment
to diversity. Promotes community building and diversity initiatives that help
employees learn and respect each others’ differences.
8. Safety: Contributes to a safe and secure environment for patients, visitors, faculty,
and staff by following established procedures and protocols as appropriate by job
function.
9. Quality: Adopts practices to improve work processes, enhance customer
satisfaction and ensure excellence in daily work.
10. Efficiency: Accomplishes work in ways that maximize productivity and available
resources while minimizing waste.
11. Attendance.
Summary of UMHHC Performance Behaviors (Includes supporting comments and areas requiring further development. Use
corresponding number where applicable.)
Self:
Manager:
PLEASE TYPE OR PRINT INFORMATION
Staff Member Name
Department Name
RN Performance Evaluation Redesign Team 3/2007
Employee ID #
Level A
Evaluation Period
Page 2 of 9
THE UNIVERSITY OF MICHIGAN HEALTH SYSTEM
University of Michigan Hospitals and Health Centers
Staff Performance Planning and Evaluation
UMHHC Job Specific Performance Expectations
Scale: N = Behavioral Expectations Not Met or N/A A = Approaching Behavioral Expectations M = Meets
Behavioral Expectations E = Exceeds Behavioral Expectations
Manager’s
Evaluation
Self
Evaluation
CLINICAL SKILLS AND KNOWLEDGE
12. Performs assessment and identifies appropriate nursing diagnosis
and/or patient care standard with assistance.
13. Recognizes data and identifies obvious nursing diagnoses.
14. Practice is guided primarily by policies, procedures, and standards.
15. Identifies expected outcomes and nursing interventions to meet
identified diagnosis and maintain standards of clinical practice.
16. Evaluates patients based on basic standards
17. Utilizes standard unit technology and with assistance uses advanced
technology as appropriate.
18. Utilizes computer correctly for basic functions, including GroupWise,
CareWeb (labs and radiology results reporting), Omnicell, mandatory
program/competencies and policies and procedure.
19. With assistance, identifies basic patient/family learning needs, initiates
teaching using patient teaching protocols, patient care standards and
critical paths.
20. Utilizes patient education resources on the unit.
21. Identifies location of and utilizes hospital policies and unit procedures
and protocols.
22. Adheres to hospital policies related to medication safety, including
order writing conventions, correct administration considerations,
double checks, and other established policies and practices.
23. Familiar with and follows standards related to patient and staff safety.
24. Admission assessment, flow sheets, MAR’s, and other applicable
documentation forms are completed in a timely manner according to
policy with minimal guidance.
Summary of Clinical Skills and Knowledge (Includes supporting comments and areas requiring further development. Use
corresponding number where applicable.)
Self:
Manager:
PLEASE TYPE OR PRINT INFORMATION
Staff Member Name
Department Name
RN Performance Evaluation Redesign Team 3/2007
Employee ID #
Level A
Evaluation Period
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THE UNIVERSITY OF MICHIGAN HEALTH SYSTEM
University of Michigan Hospitals and Health Centers
Staff Performance Planning and Evaluation
THERAPEUTIC RELATIONSHIPS
25. Recognizes how the nurse/patient/family relationship impacts the
patient experience.
26. Establishes open communication, introduces self as a Registered
Nurse, describes role, and wears identification.
27. Recognizes need for patient and family to participate in care.
28. Seeks help as appropriate to assess readiness for participation in
care.
29. Actively listens to patient/family concerns in a respectful manner.
30. Shows kindness and caring with patient/families.
31. Recognizes, respects, and supports patient/family rights and
maintains confidentiality.
32. Aware of UMHS patient rights and responsibility.
33. Aware of and values the diversity in patient and families.
34. Begins to incorporate diversity considerations in patient care.
Summary of Therapeutic Relationships (Includes supporting comments and areas requiring further development. Use corresponding
number where applicable.)
Self:
Manager:
PROFESSIONAL RELATIONSHIPS
35. Recognizes role of each member of the health care team.
36. Aware of importance of team collaboration and with guidance begins
to initiate collaborative communication.
37. Initiates referrals.
38. Identifies self as member of nursing and healthcare teams.
PLEASE TYPE OR PRINT INFORMATION
Staff Member Name
Department Name
RN Performance Evaluation Redesign Team 3/2007
Employee ID #
Level A
Evaluation Period
Page 4 of 9
THE UNIVERSITY OF MICHIGAN HEALTH SYSTEM
University of Michigan Hospitals and Health Centers
Staff Performance Planning and Evaluation
39. Begins to generate trust, respect, and compassion within the
workgroup.
40. Takes responsibility for developing beginning team relationships.
41. Asks for and accepts help when needed.
42. Acknowledges when conflict exists.
43. Aware of and values diversity in all members of the health care team.
44. Functions as part of a nursing team; able to describe and begin to use
5 Rights of Delegation when delegating to UAP.
45. Recognizes value of nurse-to-nurse delegation.
Summary of Professional Relationships (Includes supporting comments and areas requiring further development. Use corresponding
number where applicable.)
Self:
Manager:
PROFESSIONAL DEVELOPMENT
46. Engages in self assessment related to orientation and initial learning
needs and seeks out unit resources to assist in meeting needs.
47. Completes mandatory/competency requirements in orientation and
annually.
48. With guidance, provides respectful feedback to preceptors, peers, and
manager related to orientation and initial learning experience.
Summary of Professional Development (Includes supporting comments and areas requiring further development. Use corresponding
number where applicable.)
Self:
Manager:
PLEASE TYPE OR PRINT INFORMATION
Staff Member Name
Department Name
RN Performance Evaluation Redesign Team 3/2007
Employee ID #
Level A
Evaluation Period
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THE UNIVERSITY OF MICHIGAN HEALTH SYSTEM
University of Michigan Hospitals and Health Centers
Staff Performance Planning and Evaluation
ADVANCING PRACTICE THROUGH INNOVATION AND RESEARCH
49. Reads clinical articles
50. Participates in unit/area based Continuous Quality Improvement
projects.
51. Has knowledge of and supports established nursing improvement
projects/endeavors in practice setting.
Summary of Advancing Practice Through Innovation and Research (Includes supporting comments and areas requiring further
development. Use corresponding number where applicable.)
Self:
Manager:
Summary of Job Specific Behaviors (includes supporting comments and areas requiring further development). Use corresponding
number where applicable
Self:
Manager:
PLEASE TYPE OR PRINT INFORMATION
Staff Member Name
Department Name
RN Performance Evaluation Redesign Team 3/2007
Employee ID #
Level A
Evaluation Period
Page 6 of 9
THE UNIVERSITY OF MICHIGAN HEALTH SYSTEM
University of Michigan Hospitals and Health Centers
Staff Performance Planning and Evaluation
Previous year Learning and Self-Development Plan Assessment. Refer to the M-Learning system transcript for specific
courses and activities completed. http://mlearning.med.umich.edu/. List supporting comments and areas requiring further
development below.
Competency / Mandatory Requirement Summary – See M-Learning link http://mlearning.med.umich.edu/ to obtain
transcript. Required mandatories include: Fire/Safety, Corporate Compliance, Unit Critical Incident Plan, Patient Safety.
Refer to blue folder competency tab for competencies not included in M-Learning.
PLEASE TYPE OR PRINT INFORMATION
Staff Member Name
Department Name
RN Performance Evaluation Redesign Team 3/2007
Employee ID #
Level A
Evaluation Period
Page 7 of 9
THE UNIVERSITY OF MICHIGAN HEALTH SYSTEM
University of Michigan Hospitals and Health Centers
Staff Performance Planning and Evaluation
Overall Evaluation Summary Statement-Manager
Guidelines for the overall performance ratings go to (form must be unlocked to use links)
http://www.med.umich.edu/mchrd/policy /performance/Overall%20Rating%20Guidelines.pdf
N
Overall Performance Rating
A
M
E
Scale: N = Behavioral Expectations Not Met or N/A A = Approaching Behavioral
Expectations M = Meets Behavioral Expectations E = Exceeds Behavioral
Expectations
If “N” or “A” used in the overall rating, check problem area(s) listed below. Identify any action plans for UMHHC performance
expectations, job specific, or self development areas not listed above.
Job Specific
Customer Service
Communication
Effective team / group work
Other:
Action Plan:
Peer Feedback (Required): Use this space to capture feedback that is received throughout the year.
Sources of peer/customer feedback include:
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Employee survey results
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UMHS Peer Feedback tool – all 5 domains
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Patient satisfaction survey results
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You’re Super Awards
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360 Feedback results
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Written feedback (i.e. emails) regarding the individuals performance
Feedback Summary:
Customer Feedback (Optional):
Feedback Summary:
Annual Plan; The Learning, Self-Development and Improvement Plan is used to set personal and professional goals which contribute to
the staff member’s growth and development. Time frames should be stated with all staff development goals.
1. Growth Area:
Time Frame
∙ Outcome:
∙ Action:
∙ Evaluation:
∙ Comments:
2. Growth Area:
Time Frame
∙ Outcome:
∙ Action:
∙ Evaluation:
∙ Comments:
3. Growth Area:
Time Frame
∙ Outcome:
∙ Action:
∙ Evaluation:
∙ Comments:
PLEASE TYPE OR PRINT INFORMATION
Staff Member Name
Department Name
RN Performance Evaluation Redesign Team 3/2007
Employee ID #
Level A
Evaluation Period
Page 8 of 9
THE UNIVERSITY OF MICHIGAN HEALTH SYSTEM
University of Michigan Hospitals and Health Centers
Staff Performance Planning and Evaluation
Employee Comments: (Optional)
Date
Employee Signature
Supervisor Name
Supervisor Signature
Department
PLEASE TYPE OR PRINT INFORMATION
Staff Member Name
Department Name
RN Performance Evaluation Redesign Team 3/2007
Employee ID #
Level A
Evaluation Period
Page 9 of 9